UNITED WAY, INC. 401(k) Plan
What public Form 5500 filings show about the UNITED WAY, INC. 401(k) plan — and how to find and check your own account.
The UNITED WAY, INC. 401(k) on its latest Form 5500
UNITED WAY, INC. (EIN 95-2274801) reports 403(B) THRIFT PLAN OF UNITED WAY, INC. on its most recent Form 5500, with $10.8M in plan assets across 73 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UNITED WAY, INC. filing — schedules, fees, and providers.
Who runs the UNITED WAY, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UNITED WAY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): U S BANK N A, VAUGHAN NELSON INVESTMENT MANAGEMEN, ASCENSUS, CANTERBURY CONSULTING, MILLER KAPLAN ARASE & CO LLP.
How to check your UNITED WAY, INC. 401(k)
- Log in to Mutual of America’s participant portal (the site on your statements).
- Ask UNITED WAY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).